See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,183 | $106,584-17.3% | $101,326-13.0% | $142,382-38.1% |
| Participation rate | 63.6% | 82.7%-19.1pp | 81.5%-17.9pp | 80.1%-16.5pp |
| Annual return | 19.53% | 36.93%-17.4pp | 36.82%-17.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $430 | $3,956-89.1% | $3,665-88.3% | $4,299-90.0% |
| Participant deferral / active EE | $1,279 | $8,297-84.6% | $7,994-84.0% | $6,507-80.3% |
| Admin fee / account holder | $1,296 | $11,446-88.7% | $11,185-88.4% | $12,624-89.7% |